Sacks cites analyst estimate that DeepSeek has about 50,000 Hopper GPUs including 10,000 H100s.
“Dylan Patel, who's leading semiconductor analyst, has estimated that DeepSeac has about 50,000 hoppers. And specifically, he said they have about 10,000 h one hundreds,”
Sacks argues DeepSeek's open-source strategy is about undercutting leading American companies, not altruism.
“if you're if you're behind and you're trying to catch up, then open source is a strategy that actually really makes sense for you. Absolutely. Know, they're trying to basically undercut the leading American companies.”